Wealth Advisor & Growth Strategist

Isabella Bank; Canadian Lakes (MI); Vor Ort; USD 80.000 - 120.000; Vollzeit

Zusammenfassung

A financial services institution in Canadian Lakes, MI seeks a skilled financial advisor to provide financial guidance and generate new business. The candidate will establish client goals, analyze financial information, and manage investments while collaborating with a team. Qualifications include a Bachelor's degree in Finance, Accounting, or Business, with a minimum of five years in the financial services industry and three years of successful sales experience. Strong communication and analytical skills are essential.

Qualifikationen

• Minimum of five years’ experience in the financial services industry.
• Three years of successful sales experience.

Aufgaben

• Generate new business opportunities for wealth management.
• Meet with clients to establish financial goals and manage investments.
• Coordinate financial plans with a team of professionals.
• Build relationships and develop a network of potential referral sources.
• Cross sell bank products and services.
• Mentor bank employees for financial planning opportunities.

Kenntnisse

Client retention and new business development

Goal oriented and self-starter

Analytical and decision making skills

Advanced verbal and written communication

Teamwork and independent work

Ausbildung

Bachelor's Degree in Finance, Accounting, or Business

Jobbeschreibung

A financial services institution in Canadian Lakes, MI seeks a skilled financial advisor to provide financial guidance and generate new business. The candidate will establish client goals, analyze financial information, and manage investments while collaborating with a team. Qualifications include a Bachelor's degree in Finance, Accounting, or Business, with a minimum of five years in the financial services industry and three years of successful sales experience. Strong communication and analytical skills are essential.